russellclark

There are many things that make me nervous about markets and positions at the moment. This has always been the case - which is why I try and rely on key indicators to drive decisions. At the moment, things like bond yields, currencies and memory pricing say nothing has changed - so I am changing nothing. The risk is that these indicators are lagging not leading - but they have managed to get me here. More than indicators, the politics still seems to encourage my inflationary positioning time will tell.